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565 Metro Place South Suite 280, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-10-20 |
Branch Locations
565 Metro Place South Suite 280, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resch Root Phillipps And Graham Llc | Dublin | OH | 12/1978 | 04/2024 |
| Keeler & Nadler Financial Planning And Wealth Management, Llc | Dublin | OH | 09/2014 | Present |
| Arenstein & Andersen Co., Lpa | Dublin | OH | 04/2024 | Present |
1) Caddis Technologies, Inc,; Not investment-related; 4621 Lyman Drive Hilliard, OH 43026; Technology Company; Chief Legal Officer; 7/1/25; 5 hours/week, during trading hours; Chief Legal Officer for technology company- contracts, organization, general counsel for company business matters 2) Arenstein & Andersen Co. LPA; Not investment-related; 655 Metro Place South, Suite 900, Dublin, OH; Law Firm; Estate Planning & Business Planning Attorney; 4/2024; 30 hours/week, during trading hours; Estate and Business Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-18 |
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